Private Wealth Management
Converting a traditional IRA or another qualified retirement plan to a Roth IRA can be a powerful wealth-transfer tool under the right circumstances. Knowing and quantifying the “right circumstances,” however, can be a daunting task.
In this paper, we will look at how a Roth conversion works and identify the factors that need to be considered when deciding whether converting to a Roth makes sense for you.
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William Blair’s John Cultra, Craig Savage, and Tom Wilson were named to Barron’s 2025 Top 100 Financial Advisors in America list, released on May 9. In addition, three William Blair wealth management teams were ranked among the top 250 in the nation.
Josh Walshe, William Blair’s manager of PWM Research and Consulting Services, was profiled in Citywire Pro Buyer, where he discussed everything from how he puts together a list of recommended funds for the more than 130 advisors on William Blair’s PWM team to his outlook on the addition of real estate investment opportunities as recommended strategies.
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